vs
帕兰提尔科技（PLTR）与Rithm Capital Corp.（RITM）财务数据对比。点击上方公司名可切换其他公司
帕兰提尔科技的季度营收约是Rithm Capital Corp.的1.7倍（$1.4B vs $828.2M），帕兰提尔科技净利率更高（43.3% vs 13.2%，领先30.0%），帕兰提尔科技同比增速更快（70.0% vs -40.0%），过去两年帕兰提尔科技的营收复合增速更高（48.9% vs -17.9%）
帕兰提尔科技是美国上市企业，专注研发数据集成与分析平台，为政府机构、军方及各行业企业提供多源数据整合分析能力。旗下核心产品Gotham与Foundry可打通相互孤立的数据库，广泛支撑情报作业、反恐分析、执法工作及企业级数据分析场景。
Rithm Capital Corp.是总部位于美国纽约的投资管理机构，核心业务聚焦房地产投资与另类资产投资，依托专业的投研团队和成熟的市场运营经验，为合作伙伴及投资者提供优质的资产配置解决方案与长期收益回报。
PLTR vs RITM — 直观对比
营收规模更大
PLTR
是对方的1.7倍
$828.2M
营收增速更快
PLTR
高出110.0%
-40.0%
净利率更高
PLTR
高出30.0%
13.2%
两年增速更快
PLTR
近两年复合增速
-17.9%
损益表 — Q4 FY2025 vs Q1 FY2026
| 指标 | | |
|---|---|---|
| 营收 | $1.4B | $828.2M |
| 净利润 | $608.7M | $109.5M |
| 毛利率 | 84.6% | — |
| 营业利润率 | 40.9% | — |
| 净利率 | 43.3% | 13.2% |
| 营收同比 | 70.0% | -40.0% |
| 净利润同比 | 670.4% | 20.9% |
| 每股收益（稀释后） | $0.24 | $0.12 |
绿色 = 该指标领先。财年不对齐时期间可能不同
8季度营收与利润趋势
并排季度历史对比，按日历期对齐，财年错位的公司也能正确匹配
营收PLTRRITM
| Q1 26 | — | $828.2M | ||
| Q4 25 | $1.4B | $1.5B | ||
| Q3 25 | $1.2B | $1.1B | ||
| Q2 25 | $1.0B | $1.2B | ||
| Q1 25 | $883.9M | $768.4M | ||
| Q4 24 | $827.5M | $2.1B | ||
| Q3 24 | $725.5M | $619.5M | ||
| Q2 24 | $678.1M | $1.2B |
净利润PLTRRITM
| Q1 26 | — | $109.5M | ||
| Q4 25 | $608.7M | $85.0M | ||
| Q3 25 | $475.6M | $221.5M | ||
| Q2 25 | $326.7M | $311.7M | ||
| Q1 25 | $214.0M | $78.8M | ||
| Q4 24 | $79.0M | $290.2M | ||
| Q3 24 | $143.5M | $121.7M | ||
| Q2 24 | $134.1M | $235.6M |
毛利率PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | 84.6% | — | ||
| Q3 25 | 82.4% | — | ||
| Q2 25 | 80.8% | — | ||
| Q1 25 | 80.4% | — | ||
| Q4 24 | 78.9% | — | ||
| Q3 24 | 79.8% | — | ||
| Q2 24 | 81.0% | — |
营业利润率PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | 40.9% | 13.8% | ||
| Q3 25 | 33.3% | 21.4% | ||
| Q2 25 | 26.8% | 25.2% | ||
| Q1 25 | 19.9% | 7.4% | ||
| Q4 24 | 1.3% | 23.8% | ||
| Q3 24 | 15.6% | 7.3% | ||
| Q2 24 | 15.5% | 23.6% |
净利率PLTRRITM
| Q1 26 | — | 13.2% | ||
| Q4 25 | 43.3% | 5.7% | ||
| Q3 25 | 40.3% | 20.0% | ||
| Q2 25 | 32.6% | 25.6% | ||
| Q1 25 | 24.2% | 10.3% | ||
| Q4 24 | 9.5% | 14.0% | ||
| Q3 24 | 19.8% | 19.7% | ||
| Q2 24 | 19.8% | 19.2% |
每股收益（稀释后）PLTRRITM
| Q1 26 | — | $0.12 | ||
| Q4 25 | $0.24 | $0.09 | ||
| Q3 25 | $0.18 | $0.35 | ||
| Q2 25 | $0.13 | $0.53 | ||
| Q1 25 | $0.08 | $0.07 | ||
| Q4 24 | $0.03 | $0.50 | ||
| Q3 24 | $0.06 | $0.20 | ||
| Q2 24 | $0.06 | $0.43 |
资产负债表与财务实力
最新季度各公司的流动性、杠杆与账面价值一览
| 指标 | | |
|---|---|---|
| 现金及短期投资手头流动性 | $7.2B | — |
| 总债务越低越好 | — | — |
| 股东权益账面价值 | $7.4B | $9.1B |
| 总资产 | $8.9B | $53.4B |
| 负债/权益比越低杠杆越低 | — | — |
8季度趋势，按日历期对齐
现金及短期投资PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | $7.2B | $1.8B | ||
| Q3 25 | $6.4B | $1.6B | ||
| Q2 25 | $6.0B | $1.6B | ||
| Q1 25 | $5.4B | $1.5B | ||
| Q4 24 | $5.2B | $1.5B | ||
| Q3 24 | $4.6B | $1.6B | ||
| Q2 24 | $4.0B | $1.2B |
总债务PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | $35.4B | ||
| Q3 25 | — | $32.2B | ||
| Q2 25 | — | $31.2B | ||
| Q1 25 | — | $32.2B | ||
| Q4 24 | — | $32.6B | ||
| Q3 24 | — | $29.6B | ||
| Q2 24 | — | $30.1B |
股东权益PLTRRITM
| Q1 26 | — | $9.1B | ||
| Q4 25 | $7.4B | $8.4B | ||
| Q3 25 | $6.6B | $8.5B | ||
| Q2 25 | $5.9B | $7.9B | ||
| Q1 25 | $5.4B | $7.8B | ||
| Q4 24 | $5.0B | $7.8B | ||
| Q3 24 | $4.5B | $7.7B | ||
| Q2 24 | $4.1B | $7.3B |
总资产PLTRRITM
| Q1 26 | — | $53.4B | ||
| Q4 25 | $8.9B | $53.1B | ||
| Q3 25 | $8.1B | $47.2B | ||
| Q2 25 | $7.4B | $44.3B | ||
| Q1 25 | $6.7B | $45.3B | ||
| Q4 24 | $6.3B | $46.0B | ||
| Q3 24 | $5.8B | $42.3B | ||
| Q2 24 | $5.2B | $42.0B |
负债/权益比PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | — | 4.20× | ||
| Q3 25 | — | 3.79× | ||
| Q2 25 | — | 3.92× | ||
| Q1 25 | — | 4.14× | ||
| Q4 24 | — | 4.18× | ||
| Q3 24 | — | 3.87× | ||
| Q2 24 | — | 4.10× |
现金流与资本效率
扣除再投资后实际产生的现金。现金流比净利润更难造假
| 指标 | | |
|---|---|---|
| 经营现金流最新季度 | $777.3M | — |
| 自由现金流经营现金流 - 资本支出 | $764.0M | — |
| 自由现金流率自由现金流/营收 | 54.3% | — |
| 资本支出强度资本支出/营收 | 0.9% | — |
| 现金转化率经营现金流/净利润 | 1.28× | — |
| 过去12个月自由现金流最近4个季度 | $2.1B | — |
8季度趋势，按日历期对齐
经营现金流PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | $777.3M | $-114.6M | ||
| Q3 25 | $507.7M | $-2.0B | ||
| Q2 25 | $539.3M | $-557.1M | ||
| Q1 25 | $310.3M | $1.4B | ||
| Q4 24 | $460.3M | $-1.8B | ||
| Q3 24 | $419.8M | $768.1M | ||
| Q2 24 | $144.2M | $-55.7M |
自由现金流PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | $764.0M | — | ||
| Q3 25 | $500.9M | — | ||
| Q2 25 | $531.6M | — | ||
| Q1 25 | $304.1M | — | ||
| Q4 24 | $457.2M | — | ||
| Q3 24 | $415.8M | — | ||
| Q2 24 | $141.3M | — |
自由现金流率PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | 54.3% | — | ||
| Q3 25 | 42.4% | — | ||
| Q2 25 | 53.0% | — | ||
| Q1 25 | 34.4% | — | ||
| Q4 24 | 55.3% | — | ||
| Q3 24 | 57.3% | — | ||
| Q2 24 | 20.8% | — |
资本支出强度PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | 0.9% | — | ||
| Q3 25 | 0.6% | — | ||
| Q2 25 | 0.8% | — | ||
| Q1 25 | 0.7% | — | ||
| Q4 24 | 0.4% | — | ||
| Q3 24 | 0.5% | — | ||
| Q2 24 | 0.4% | — |
现金转化率PLTRRITM
| Q1 26 | — | — | ||
| Q4 25 | 1.28× | -1.35× | ||
| Q3 25 | 1.07× | -9.22× | ||
| Q2 25 | 1.65× | -1.79× | ||
| Q1 25 | 1.45× | 18.03× | ||
| Q4 24 | 5.83× | -6.04× | ||
| Q3 24 | 2.92× | 6.31× | ||
| Q2 24 | 1.08× | -0.24× |
财务流量对比
营收 → 毛利润 → 营业利润 → 净利润流向图
业务分部营收拆解
PLTR
| Geographic Concentration Risk | $1.1B | 77% |
| Other | $330.4M | 23% |
RITM
| Servicing revenue, net | $375.1M | 45% |
| Other | $234.9M | 28% |
| Gain on originated residential mortgage loans, held-for-sale, net | $195.0M | 24% |
| Other revenue | $23.3M | 3% |
